| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 13% | $1,001,001,764 | 16,567,391 | Savant Capital, LLC | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Savant Capital, LLC | 15% | 18,469,078 | +3.2% | 7.3% | $1,387,215,384 |
| BANK OF AMERICA CORP /DE/ | 15% | 18,412,368 | +4.9% | 0.1% | $1,382,952,953 |
| ENVESTNET ASSET MANAGEMENT INC | 8.5% | 10,453,511 | -40% | 0.23% | $785,163,245 |
| MERCER GLOBAL ADVISORS INC /ADV | 7.5% | 9,209,393 | +3.4% | 1.2% | $691,717,426 |
| MORGAN STANLEY | 4.1% | 5,028,304 | +11% | 0.02% | $377,675,983 |
| WELLS FARGO & COMPANY/MN | 3.9% | 4,838,660 | +271% | 0.07% | $363,431,768 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.3% | 2,801,083 | -8.5% | 0.14% | $210,389,392 |
| Cerity Partners LLC | 2.2% | 2,687,213 | +2.8% | 0.33% | $202,060,713 |
| LPL Financial LLC | 2.2% | 2,679,552 | +34% | 0.06% | $201,261,129 |
| AMERICAN CENTURY COMPANIES INC | 1.8% | 2,272,005 | -6.5% | 0.09% | $170,650,296 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.8% | 2,266,871 | 1.4% | $170,264,681 | |
| HighTower Advisors, LLC | 1.8% | 2,263,581 | +5.9% | 0.19% | $170,017,322 |
| AMERIPRISE FINANCIAL INC | 1.8% | 2,263,134 | +47% | 0.04% | $169,988,930 |
| Annex Advisory Services, LLC | 1.8% | 2,186,603 | +24% | 3.5% | $164,235,724 |
| Haverford Trust Co | 1.7% | 2,080,765 | -1.1% | 1.4% | $156,286,235 |
| JONES FINANCIAL COMPANIES LLLP | 1.6% | 2,000,192 | +33% | 0.1% | $148,355,107 |
| PNC Financial Services Group, Inc. | 1.6% | 1,991,031 | +11% | 0.09% | $149,546,304 |
| MML INVESTORS SERVICES, LLC | 1.5% | 1,800,639 | +4% | 0.36% | $135,246,015 |
| Focus Partners Wealth | 1.4% | 1,740,003 | +2% | 0.21% | $130,692,161 |
| OSAIC HOLDINGS, INC. | 1.4% | 1,687,843 | +506% | 0.18% | $125,661,495 |
| BANK OF MONTREAL /CAN/ | 1.3% | 1,567,393 | +9.2% | 0.05% | $117,726,920 |
| JPMORGAN CHASE & CO | 1.1% | 1,404,304 | +351% | 0.01% | $105,477,305 |
| Pure Financial Advisors, LLC | 1.1% | 1,357,553 | -1.8% | 1.6% | $101,965,805 |
| Oak Root LLC | 0.95% | 1,167,215 | 0% | 10% | $87,669,519 |
| NEUBERGER BERMAN GROUP LLC | 0.89% | 1,096,919 | +2.7% | 0.06% | $82,389,587 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,485,541 | $424,313,095 | +$30,177,489 | $77.02 | 47 |
| 2025 Q3 | 162,717,299 | $12,220,938,183 | +$996,200,172 | $75.11 | 666 |
| 2025 Q2 | 151,993,517 | $10,413,878,993 | +$1,888,427,386 | $68.54 | 578 |
| 2025 Q1 | 124,113,272 | $7,462,001,561 | +$578,535,265 | $60.17 | 549 |
| 2024 Q4 | 114,825,658 | $6,750,359,623 | +$1,008,286,571 | $58.79 | 512 |
| 2024 Q3 | 96,212,324 | $6,215,162,168 | +$929,055,582 | $64.60 | 447 |
| 2024 Q2 | 82,399,960 | $5,034,352,978 | +$339,380,409 | $61.09 | 411 |
| 2024 Q1 | 76,596,604 | $4,440,454,103 | -$110,520,924 | $57.96 | 381 |
| 2023 Q4 | 78,889,654 | $4,446,429,762 | +$587,040,663 | $56.39 | 359 |
| 2023 Q3 | 65,778,450 | $3,472,043,854 | +$535,130,348 | $52.79 | 290 |
| 2023 Q2 | 55,472,048 | $2,986,287,181 | +$640,433,666 | $53.81 | 271 |
| 2023 Q1 | 43,515,086 | $2,301,206,764 | +$175,743,790 | $52.89 | 258 |
| 2022 Q4 | 40,134,383 | $2,023,845,475 | +$1,045,189,775 | $50.45 | 219 |
| 2022 Q3 | 20,133,656 | $926,481,218 | +$142,339,861 | $45.93 | 179 |
| 2022 Q2 | 16,762,732 | $871,685,796 | +$154,032,765 | $52.03 | 168 |
| 2022 Q1 | 13,622,492 | $807,287,566 | +$159,458,201 | $59.28 | 144 |
| 2021 Q4 | 10,782,022 | $682,770,159 | +$92,622,750 | $63.32 | 124 |
| 2021 Q3 | 8,801,799 | $567,983,776 | +$74,140,190 | $64.51 | 92 |
| 2021 Q2 | 7,686,795 | $534,127,254 | +$26,366,713 | $69.56 | 75 |
| 2021 Q1 | 7,307,209 | $480,522,312 | +$102,501,905 | $65.72 | 59 |
| 2020 Q4 | 5,788,582 | $359,074,240 | +$11,933,347 | $61.78 | 42 |
| 2020 Q3 | 3,157,400 | $163,409,049 | +$4,780,573 | $51.73 | 25 |
| 2020 Q2 | 3,065,435 | $145,128,000 | +$30,298,536 | $47.29 | 20 |
| 2020 Q1 | 2,436,972 | $96,899,675 | +$31,523,919 | $39.72 | 19 |
| 2019 Q4 | 1,610,608 | $88,542,000 | +$77,883,726 | $54.97 | 5 |
| 2019 Q3 | 193,881 | $9,489,000 | +$9,489,000 | $48.94 | 1 |